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Bank of America

2,018 hedge funds and large institutions have $203B invested in Bank of America in 2018 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 745 increasing their positions, 900 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

1% more funds holding

Funds holding: 2,0032,018 (+15)

0.15% more ownership

Funds ownership: 67.31%67.46% (+0.15%)

9% less capital invested

Capital invested by funds: $224B → $203B (-$21.2B)

11% less funds holding in top 10

Funds holding in top 10: 241214 (-27)

17% less repeat investments, than reductions

Existing positions increased: 745 | Existing positions reduced: 900

26% less call options, than puts

Call options by funds: $3.64B | Put options by funds: $4.91B

Holders
2,018
Holders Change
+15
Holders Change %
+0.75%
% of All Funds
46.13%
Holding in Top 10
214
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-11.2%
% of All Funds
4.89%
New
113
Increased
745
Reduced
900
Closed
81
Calls
$3.64B
Puts
$4.91B
Net Calls
-$1.27B
Net Calls Change
+$94.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1151
Prelude Capital Management
New York
$1.52M +$492K +16,142 +45%
HK
1152
Horizon Kinetics
New York
$1.52M +$21.6K +709 +1%
WI
1153
Wintrust Investments
Illinois
$1.52M -$122K -3,990 -7%
CHJWM
1154
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.51M -$15.2K -499 -1%
KCM
1155
Kornitzer Capital Management
Kansas
$1.5M -$964K -31,650 -38%
AAM
1156
Ascension Asset Management
New York
$1.5M -$100K -3,284 -6%
CCG
1157
Ceeto Capital Group
Florida
$1.5M +$30.5K +1,000 +2%
WPC
1158
White Pine Capital
Minnesota
$1.5M
FMLI
1159
Fukoku Mutual Life Insurance
Japan
$1.49M +$30.5K +1,000 +2%
Bessemer Group
1160
Bessemer Group
New Jersey
$1.49M +$147K +4,833 +11%
PWS
1161
Peloton Wealth Strategists
Indiana
$1.49M -$3.05K -100 -0.2%
WSFS
1162
Wilmington Savings Fund Society
Delaware
$1.48M -$219K -7,187 -13%
Credit Agricole
1163
Credit Agricole
France
$1.48M +$1.09M +35,779 +250%
LCH
1164
Lee Capital Holdings
New York
$1.47M
UCMOK
1165
United Capital Management of KS
Kansas
$1.47M +$1.45M +47,531 New
GRQ
1166
Gardner Russo & Quinn
Pennsylvania
$1.47M +$60.9K +2,000 +4%
PFS
1167
Prospera Financial Services
Texas
$1.47M -$868K -28,487 -36%
BCM
1168
Brookstone Capital Management
Illinois
$1.47M +$39.3K +1,291 +3%
CHC
1169
City Holding Co
West Virginia
$1.47M +$92.7K +3,045 +7%
6M
1170
6 Meridian
Kansas
$1.47M +$1.52M +49,800 New
GWCM
1171
Godshalk Welsh Capital Management
Pennsylvania
$1.46M +$5.33K +175 +0.4%
KHLMTHM
1172
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.46M +$1.58M +51,871 New
LMAM
1173
Legg Mason Asset Management
Japan
$1.46M -$91.4K -3,000 -6%
BWA
1174
BDO Wealth Advisors
Florida
$1.45M +$6.33K +208 +0.4%
BHBT
1175
Burke & Herbert Bank & Trust
Virginia
$1.44M -$3.81K -125 -0.3%

BAC Hedge Fund Activity: Q3 2018 in Review

2,018 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2018, worth a combined $203B — down 9.5% from $224B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 81 closed out — a net gain of 32 holders — while 745 added to existing stakes and 900 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $6.04B. The largest seller was BlackRock, cutting an estimated $1.2B.

  • 2,018 institutional investors held Bank of America (BAC) as of Q3 2018, up from 2,003 in Q2 2018.
  • Funds reported $203B of Bank of America stock for Q3 2018, down 9.5% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q3 2018 and 81 closed out, a net change of +32 holders.
  • The largest Bank of America buyer in Q3 2018 was Berkshire Hathaway, an estimated $6.04B added.
  • The largest Bank of America seller in Q3 2018 was BlackRock, an estimated $1.2B sold.

Based on aggregated 13F filings for Q3 2018.